SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 658 filers reported holding SPDR SERIES TRUST in Q4 2017. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,737,000 | -1.5% | 17,222 | -3.0% | 0.20% | -1.0% |
| Q1 2019 | $1,764,000 | -11.2% | 17,749 | -20.0% | 0.20% | -19.1% |
| Q4 2018 | $1,987,000 | +6.3% | 22,194 | +16.3% | 0.25% | +26.8% |
| Q3 2018 | $1,869,000 | +10.1% | 19,086 | +4.2% | 0.19% | +6.0% |
| Q2 2018 | $1,698,000 | +1.4% | 18,321 | -0.2% | 0.18% | 0.0% |
| Q1 2018 | $1,674,000 | -6.1% | 18,363 | -2.7% | 0.18% | -4.7% |
| Q4 2017 | $1,783,000 | -0.5% | 18,876 | -3.8% | 0.19% | -3.5% |
| Q3 2017 | $1,792,000 | -7.0% | 19,618 | -9.5% | 0.20% | -5.2% |
| Q2 2017 | $1,927,000 | +0.4% | 21,688 | -0.4% | 0.21% | -1.4% |
| Q1 2017 | $1,920,000 | +0.4% | 21,777 | -2.6% | 0.21% | -2.7% |
| Q4 2016 | $1,912,000 | +0.7% | 22,355 | -0.6% | 0.22% | -14.5% |
| Q3 2016 | $1,898,000 | -0.9% | 22,490 | -1.5% | 0.26% | -3.4% |
| Q2 2016 | $1,916,000 | -4.3% | 22,835 | -8.9% | 0.26% | -5.7% |
| Q1 2016 | $2,003,000 | +6.5% | 25,063 | -2.0% | 0.28% | +7.3% |
| Q4 2015 | $1,881,000 | -3.7% | 25,568 | -5.5% | 0.26% | -6.8% |
| Q3 2015 | $1,953,000 | -7.2% | 27,067 | -1.9% | 0.28% | +0.7% |
| Q2 2015 | $2,104,000 | -4.1% | 27,602 | -1.6% | 0.28% | -2.8% |
| Q1 2015 | $2,194,000 | -1.7% | 28,057 | -0.9% | 0.29% | -1.4% |
| Q4 2014 | $2,232,000 | +199.2% | 28,317 | +184.5% | 0.29% | +123.8% |
| Q3 2014 | $746,000 | -0.1% | 9,953 | +2.1% | 0.13% | +2.4% |
| Q2 2014 | $747,000 | +2.3% | 9,750 | -1.8% | 0.13% | -3.1% |
| Q1 2014 | $730,000 | -17.1% | 9,930 | -18.1% | 0.13% | -16.6% |
| Q4 2013 | $881,000 | -5.7% | 12,125 | -10.5% | 0.16% | -13.3% |
| Q3 2013 | $934,000 | – | 13,548 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |